Marketing Automation in Microsoft Dynamics CRM 2011 Training Course

Course 802901 Day

Course OverviewThis course introduces you on how to use Microsoft Dynamics CRM to extend the effectiveness of your marketing department and provides context of how to use things such as marketing campaigns, marketing lists, and campaign templates in Microsoft Dynamics CRM. It also discusses the role of campaign activities and marketing lists in campaigns and discusses how to associate sales literature, target products and price lists with marketing campaigns.

Course OutlineModule 1: IntroductionThis module introduces you on how to use Microsoft Dynamics CRM to extend the effectiveness of your marketing department and provides context of how to use things such as marketing campaigns, marketing lists, and campaign templates in Microsoft Dynamics CRM.Lessons

Benefits of Closed Loop Marketing

Creating and Using Marketing Lists

Marketing Campaigns and Quick Campaigns

Quick Campaigns

Introduction to Marketing Campaigns

Creating a Marketing Campaign

Creating and Using Campaign Templates

Importing Leads

Lab : Quick CampaignsLab : Create a Marketing CampaignAfter completing this module, students will be able to:

Identify the benefits of closed loop marketing.

Create and use marketing lists.

Identify when to use a quick campaign or a marketing campaign.

Examine the purpose of quick campaigns and the key steps to create one.

Review the purpose and elements of marketing campaigns.

Planning marketing campaigns.

Create and use campaign templates.

Import Leads from Microsoft Office Excel files.

Module 2: Implementing and Managing Marketing CampaignsThis module discusses the role of campaign activities and marketing lists in campaigns. It also discusses how to associate sales literature, target products and price lists with marketing campaigns.Lessons

Campaigns, Campaign Activities and Marketing Lists

Creating and Using Email Templates

Sales Literature, Products and Price Lists

Distributing Campaign Activities

Capturing and Viewing Campaign Responses

Working with Campaign Responses

Lab : Create a Campaign ResponseAfter completing this module, students will be able to:

Understand the role of campaign activities and marketing lists in campaigns.

Module 3: Analysis, Reporting and GoalsThis module discusses the built-in marketing reports that can be used to review campaign performance and compare campaigns. It also explains how to create and manage sales goals within the organization.Lessons

Analyzing Marketing Information with Lists, Views and Charts

Working with Reports

Creating and Managing Marketing Goals

Creating Charts

Customizing and Working with Dashboards

Lab : Create a Personal Chart for AppointmentsLab : Goal ManagementAfter completing this module, students will be able to:

Use Lists, Views and Charts to gain insight into important sales information.

Use the built-in marketing reports to review campaign performance and compare campaigns.

Create custom reports with the Report Wizard.

Create and manage sales goals for individuals, teams, and the organization.